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Capital Performance Advisors’s Healthcare Realty HR Stock Holding History

Capital Performance Advisors’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-421
Closed -$7.64K – 1272
2024
Q3 		$7.64K Buy
+421
New +$7.46K ﹤0.01% 946

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's HR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Healthcare Realty (HR) in Q4 2024, closing a stake of 421 shares — an estimated $7.64K sold.

Capital Performance Advisors first reported a position in HR in Q3 2024 and held it in 1 quarter. The position peaked at $7.64K in Q3 2024. 417 funds tracked by Wall St. Rank hold HR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Healthcare Realty position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 421 Healthcare Realty shares in Q4 2024, an estimated $7.64K.
  • Capital Performance Advisors first reported a position in Healthcare Realty in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Healthcare Realty position peaked at $7.64K in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.